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Month: November 2020


I want to track which contacts should receive gifts and/or cards. Is there an easy way to do this?   Read More...


A coworker has additional tabs in the Contact file that show them the calendar records for that contact and which clients the contact is associated with. How can I add those tabs to my view of the Contact file?   Read More...


Is it possible to combine multiple Trust checks into a single transaction to make the reconciliation process easier?   Read More...


We need to set up a new Bank Account in Tabs3 Trust Accounting. What do I need to do to make sure payments to firm integrate with Tabs3 Billing?   Read More...


I was entering an invoice with a long description and ran out of room in the field. Is there any way to expand the field so I can include my entire description?   Read More...


We have an invoice that we want to exclude from a vendor’s 1099 form this year. Is there any way to do this, or must we delete the invoice to keep it from being included?   Read More...


We are getting ready to close the books for 2020. Is there any way to stop users from making changes to journal entries dated prior to a certain date?   Read More...


I noticed I have a balance being carried forward from the Prior Fiscal Year in my Retained Earnings account. This is making the figures on my Balance Sheet not match the YTD Net Profit/Loss on my Income statement. How do I correct this?   Read More...